LiveRamp
RAMP
229 hedge funds and large institutions have $2.99B invested in LiveRamp in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 71 reducing their positions, and 45 closing their positions.
156% more call options, than puts
Call options by funds: $81.4M | Put options by funds: $31.9M
41% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 71
3.01% less ownership
Funds ownership: 96.14% → 93.12% (-3%)
4% less funds holding
Funds holding: 239 → 229 (-10)
10% less capital invested
Capital invested by funds: $3.34B → $2.99B (-$347M)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$129M |
| 2 |
Goldman Sachs
New York
|
+$58.8M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$35.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.5M |
| 5 |
Janus Henderson Group
London,
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$125M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$105M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$85.7M |
| 4 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$35.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.6M |
RAMP Hedge Fund Activity: Q2 2021 in Review
229 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in LiveRamp (RAMP) for Q2 2021, worth a combined $2.99B — down 10% from $3.34B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of RAMP and 35 opened new positions — a net loss of 10 holders — while 71 trimmed existing stakes and 100 added.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $129M. The largest seller was William Blair Investment Management, cutting an estimated $125M.
- 229 institutional investors held LiveRamp (RAMP) as of Q2 2021, down from 239 in Q1 2021.
- Funds reported $2.99B of LiveRamp stock for Q2 2021, down 10% quarter-over-quarter.
- 35 funds opened new LiveRamp positions in Q2 2021 and 45 closed out, a net change of -10 holders.
- The largest LiveRamp buyer in Q2 2021 was Lazard Asset Management, an estimated $129M added.
- The largest LiveRamp seller in Q2 2021 was William Blair Investment Management, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2021.